Civic Intelligence

David and Orit Carpenter Foundation

990PF • Fiscal year 2018 • EIN 36-7634906

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 25, 2019

Organization Profile
1948 N MaudChicago, IL 60614-4908

(312) 853-7237

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

14th percentile

-31%

Higher net margin than 14% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

35th percentile

-5.0%

Faster asset growth than 35% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

98th percentile

370%

Faster revenue growth than 98% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$160,783

Down $8,509 (-5.0%) from 2017

Net Assets

Down

$160,783

Down $8,509 (-5.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Up

$26,927

Up $21,201 (+370%) from 2017

Expenses

Up

$35,257

Up $66 (+0.2%) from 2017

Net Income

Up

-$8,330

Up $21,135 (+72%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2015: $208,181Liabilities 2015: $0Net Assets 2015: $208,1812015Assets 2016: $203,555Liabilities 2016: $0Net Assets 2016: $203,5552016Assets 2017: $169,292Liabilities 2017: $0Net Assets 2017: $169,2922017Assets 2018: $160,783Liabilities 2018: $0Net Assets 2018: $160,7832018Assets 2019: $147,935Liabilities 2019: $0Net Assets 2019: $147,9352019Assets 2020: $169,114Liabilities 2020: $0Net Assets 2020: $169,1142020Assets 2021: $191,126Liabilities 2021: $0Net Assets 2021: $191,1262021Assets 2022: $147,039Liabilities 2022: $0Net Assets 2022: $147,0392022Assets 2023: $154,460Liabilities 2023: $0Net Assets 2023: $154,4602023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2018

Assets$160,783
Liabilities$0
Net Assets$160,783
Open 2018 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2015: $19,263Expenses 2015: $35,215Net Income 2015: -$15,9522015Revenue 2016: $31,063Expenses 2016: $35,293Net Income 2016: -$4,2302016Revenue 2017: $5,726Expenses 2017: $35,191Net Income 2017: -$29,4652017Revenue 2018: $26,927Expenses 2018: $35,257Net Income 2018: -$8,3302018Revenue 2019: $23,770Expenses 2019: $36,570Net Income 2019: -$12,8002019Revenue 2020: $71,762Expenses 2020: $50,568Net Income 2020: $21,1942020Revenue 2021: $42,842Expenses 2021: $21,097Net Income 2021: $21,7452021Revenue 2022: $36,859Expenses 2022: $80,946Net Income 2022: -$44,0872022Revenue 2023: $11,525Expenses 2023: $3,864Net Income 2023: $7,6612023Revenue 2024: $13,505Expenses 2024: $167,965Net Income 2024: -$154,4602024

Highlighted filing

2018

Revenue$26,927
Expenses$35,257
Net Income-$8,330
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 25, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID CARPENTERCo-Trustee-$0--
ORIT CARPENTERCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
David and Orit Carpenter Foundation
EIN
36-7634906
In Care Of
% DAVID CARPENTER
Phone
3128537237
Address
1948 N Maud, Chicago, IL 60614-4908

Signing Officer

Name
David Carpenter
Title
Co-Trustee
Phone
3128537237
Signed
2019-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Miller Cooper & Co Ltd
Address
1751 Lake Cook Road Suite 400, Deerfield, IL 60015
Preparer
Russell Bolitho
Phone
8472055000
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01948 N MAUD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Chicago
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0606144908
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DAVID CARPENTER
IRS990PF/StatementsRegardingActyGrp/PhoneNum03128537237
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SEE ADDITIONAL DATA TABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL PURPOSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DUPAGE CHILDREN'S MUSEUM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1LYRIC OPERA OF CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0301 NORTH WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt120 N WACKER DR 860
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NAPERVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060540
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160606
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt035000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017198
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017198
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt017546
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt020100
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt018136
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0269553
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0343137
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt017802
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt017546
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt020100
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt018136
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0269553
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02014
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt035000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt017802
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0343137
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0325335
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0179
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0COST BASIS ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WIRE TRANSFER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt062
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt062
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/Amt0180
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0180
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID CARPENTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Co-Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum03128537237
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0David and Orit Carpenter Foundation
ReturnHeader/Filer/BusinessNameControlTxt0DAVI
ReturnHeader/Filer/EIN0367634906
ReturnHeader/Filer/InCareOfNm0% DAVID CARPENTER
ReturnHeader/Filer/PhoneNum03128537237
ReturnHeader/Filer/USAddress/AddressLine1Txt01948 N Maud
ReturnHeader/Filer/USAddress/CityNm0Chicago
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd0606144908
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId06D9FA78BFBD48EDDA2A46FC7F23A8CD145F78F78
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0F68675079B0D125836B3D021345145A577FF7857
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId015866820191345000011
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-05-14
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.40.81.66
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MILLER COOPER & CO LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01751 Lake Cook Road Suite 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Deerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060015
ReturnHeader/PreparerPersonGrp/PhoneNum08472055000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Russell Bolitho
ReturnHeader/ReturnTs02019-05-14T18:16:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$160,783
Liabilities
$0
Net assets
$160,783
Revenue
$26,927
Expenses
$35,257
Net income
-$8,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.14$1.68$1.54
2023Detailed filing. Detailed filing data is available for this year.$1.54$0.00$1.54$0.12$0.04$0.08
2022Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.37$0.81$0.44
2021Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.43$0.21$0.22
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.72$0.51$0.21
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.24$0.37$0.13
2018Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.27$0.35$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.06$0.35$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.31$0.35$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.19$0.35$0.16